Senior Manager, Tax

Jobot; Novi (MI); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Bonus opportunities

Great Culture

Work Life Balance

Job summary

Jobot is seeking a Senior Tax Manager to lead tax strategy and guidance for high-net-worth clients within a fast-paced environment in Novi, MI. You will manage all tax matters, from compliance to planning, partnering with wealth management teams and clients to align tax with broader financial goals.

The role requires 8+ years in tax, a CPA or EA, and strong leadership. You’ll mentor staff, drive client relationships, and deliver strategic tax planning and reviews in a hybrid work setting.

Qualifications

• Bachelor’s degree required.
• 8+ years tax experience.
• CPA or EA required.

Responsibilities

• Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
• Participate in obtaining new clients in partnership with strategic relationships and community networks
• Responsible for client relationships and retention; help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements

Education

Bachelor’s degree

CPA or EA certification

Tools

CCH

GOSystem

Job description

Senior Manager, Tax - Hybrid

Salary: $120,000 - $170,000 per year

Why join us

• 401(k) matching
• Health insurance
• Paid time off
• Bonus opportunities
• Great Culture
• Work Life Balance

Job Details

We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. This critical role is responsible for managing all tax-related matters, including compliance, reporting, planning, and consulting.

Responsibilities

• Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
• Participate in obtaining new clients in partnership with strategic relationships and community networks
• Responsible for client relationships and retention; help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements

Qualifications

• Bachelor’s degree required
• 8+ years’ tax experience working in private or public accounting firm or financial planning firm
• CPA or EA required

To be successful in this role, you will need:

1. 1. A minimum of 5 years of experience in a tax management role, preferably in the mortgage industry.
2. 2. Strong knowledge of federal and state tax laws and regulations.
3. 3. Proficiency in tax software, CCH or GOSystem preferred.
4. 4. Experience in tax consulting and planning, particularly for high net worth individuals.
5. 5. Experience in tax review and audit processes.
6. 6. Enrolled Agent (EA) designation is preferred.
7. 7. Excellent analytical and problem-solving skills.
8. 8. Strong leadership and team management skills.
9. 9. Excellent communication and presentation skills.
10. 10. Ability to work under pressure and meet tight deadlines.

This is a fantastic opportunity for a seasoned tax professional to take on a senior leadership role in a dynamic and fast-paced environment. If you have a passion for tax, a strategic mindset, and a commitment to excellence, we would love to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.